Duplicate leads

Owned by Andre de Kock (Unlicensed)
Nov 27, 2017

Problem

  • There are a lot of duplicate leads in TaskFlow

Solution

TaskFlow will never create new records unless they were either created by a user or uploaded via an import

Try the following steps:
  1. Identify when and by who the leads were created by looking at the mail thread

  2. Gradually go through the duplicates and remove them from the system

Contact Support

If none of the solutions solved your issue, please contact us on support@taskflow.co.za and provide us with as much information as possible. Also indicate to us through which articles you have gone through in the troubleshooting guide.